Job Title: Paraplanner

Industry: Financial Planning

Location: Cardiff

Salary: up to £45,000

Job Reference: 10636

Job Description:

Recruit UK are working on an exciting opportunity for a Paraplanner to join an IFA in Cardiff.

Our client is a renowned Independent Financial Planning company, with offices UK wide and a strong presence across South Wales. As their team and client base continues to grow, they are looking to expand their already well established Paraplanning team. This role is perfect for either a career paraplanner or someone hoping to move into Financial Advice as they have an amazing training program.

Duties:

• Creating suitability reports following client meetings
• Attending client meetings and supporting in maintaining strong relationships
• Cashflow modelling
• Conducting product research with recommendations
• Ensuring compliance and FCA regulations are followed
• Work closely alongside the administrators and advisers

Benefits:

• Competitive salary of up top £45,000
• Discretionary bonus
• Continued salary uplifts for inflation and performance
• Exam funding and support
• Hybrid working (2 in, 3 at home)
• Continued professional development to suit your desired career path
• 4x DIS
• 5% Pension contribution

Skills and experience required:

• Experience working in a Paraplanning role, ideally within an independent environment
• Level 4 Diploma, working towards will be considered
• Good working knowledge of FCA regulations and products